Raymond James: Investment Strategy Quarterly

Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261

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Financial Journeys Spring 2023

Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261

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A message from Paul Reilly

I know that some of the current financial headlines may be unnerving, but rest assured that Raymond James is well-prepared to weather changing or challenging market conditions. Our Chair and CEO Paul Reilly recently shared a message to our firm’s advisors and associates discussing recent bank shutdowns and Raymond James’ secure positioning through our prudent, […]

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